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What information gets sent to Zoho if I integrate it?

What information gets sent to Zoho if I integrate it?

This article will tell you what Leadfeeder is able to send to Zoho and what is matched (synced) between the two.
Joran Hofman avatar
Written by Joran Hofman
Updated today

When you integrate Zoho with Leadfeeder you have a number of different options regarding default fields and customizations for your Zoho account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customizations and syncs but be sure to go through the other resources to get a full view of this powerful integration!

We can send the following to elements to to Zoho:

  • Visit information as ‘note’
  • General keywords NOT actual search terms, as ‘note’
  • Organization Name
  • Link to Leadfeeder
  • Customization:
    Send visit summary for Manually Connected leads
    Send visit summary for Automatically Connected leads
    Send lead Comments
    Default Pipeline Stage
    Default Deal Name

Syncable entities: Theses are the records that are allowed to be synced between Zoho and Leadfeeder. Tasks are dependent on leads and opportunities.

  • Contacts
  • Tasks
  • Deals
  • Leads

Automations:
When setting up feed automations that send leads to Zoho you have the ability to configure them how they are sent. You can read more about these automation here. The fields below are the options and fields available to send to Zoho.


NOTE: Create deal and task are only applied to Leadfeeder leads that are already connected to existing organizations.

  • Create as Account
        Owner
  • Create as Lead
        Owner
        Lead contact name
  • Create Deal    
        Owner    
        Name
        Days to set closing date
        Stage
  • Create Task    
        Owner    
        Subject    
        Days to set due date
        Priority

Manual connections:When sending leads manually to Zoho you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Zoho.

  • Connect as an Account
        Connect to an existing account
        Create a New account
  • Connect as a Lead
        Connect to an existing Lead
            Owner
            Organization
            Contact details
        Create a New Lead
  • New visit summaries are sent automatically
  • Send existing visit summary as a note to Zoho
  • Send existing Leadfeeder lead comments as a note to Zoho

Once leads are connected you have the ability to create and send:

  • Tasks    
        Owner    
        Status/Priority
        Due date
  • Deals    
        Owner    
        Status
        Closing Date

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